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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-21 |
Branch Locations
3655 Nobel Drive Suite 140, San Diego, CA 92122 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | San Diego | CA | 04/2015 | 07/2023 |
| E*Trade Securities Llc | San Diego | CA | 08/2014 | 07/2023 |
| Morgan Stanley | San Diego | CA | 03/2023 | 07/2023 |
| Tiaa | San Diego | CA | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | San Diego | CA | 07/2023 | Present |
ATWOOD COMMUNITY HOA BOARD POSITION: Vice President NATURE: Nature of business is HOA board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2023 ADDRESS: 5473 Kearney Villa Rd, Suite 200, San Diego CA 92123, United States DESCRIPTION: I am the Vice President of the HOA Board for the condo neighborhood that I live in.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-17 |
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